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The structure, program and content to deliver estate planning services to your clients.
Essential training for client facing advisers, financial advisers, tax consultants. This is the ‘how to’ of delivering estate planning services
Starts June 2021
The strategies, process and management of the 1 July change to TBC indexation - including strategies for clients approaching retirement or age 65, how to work out a client's personal TBC, and
changes to other superannuation caps
Wednesday, 28 April 2021Learn More →
The ATO have been busy with new guidance on travel, accommodation and meal expenses.